# Financial Lifemaps

Financial Lifemaps is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **Website:** financiallifemaps.com

## Regulatory record

- **CRD number:** 144028
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/144028

## About

FINANCIAL LIFEMAPS is a state-registered investment adviser with $8 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.

## Sectors

- Financial Services
- Enterprise Software

## Questions

### What does Financial Lifemaps actually sell?

Financial Lifemaps sells enterprise software that financial institutions — banks, credit unions, broker-dealers, and RIAs — license to provide goal-based financial planning tools to their own customers. The software models long-term financial scenarios including retirement, education savings, and major purchases, presenting results through visual, step-by-step interfaces rather than spreadsheet-style outputs. The firm operates as a B2B technology vendor, not a consumer-facing advisory service.

### Who are Financial Lifemaps' primary competitors?

The firm competes in the financial planning software category against established players including Envestnet MoneyGuide, eMoney Advisor, Orion Advisor Solutions, and RightCapital. Newer entrants such as Conquest Planning and Flourish also target the enterprise planning infrastructure market. Financial Lifemaps differentiates through its life-stage visualization approach and dialog-driven user interface, positioning for institutions that want a more narrative planning experience for their clients.

## Related profiles

- [People First Financial Advisors](https://altss.com/profile/people-first-financial-advisors)
- [Signature Resources Capital Management](https://altss.com/profile/signature-resources-capital-management-llc)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/financial-lifemaps

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